Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
348950.KS
Strong SellJR Global REIT · Real Estate · South Korea · $170M · Avg Vol: $0/d
COMPANY DESCRIPTION
JR Global REIT is a specialized real estate investment trust focused on acquiring and managing prime commercial real estate assets globally. It stands out as the first Korean REIT to list with underlying foreign assets, including landmark office buildings in major European cities. The REIT offers highly stable, inflation-indexed dividend yields backed by long-term leases with sovereign or investment-grade multinational tenants.
FINANCIAL SUMMARY (KRW)
| Year | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|
| Revenue | — | 70.4B | 72.2B | 2.5% | 64.5B |
| EPS (KRW) | 118.00 | 209.00 | 82.09 | -16.6% | 81.34 |
| Shares | — | 197.4M | 197.4M | 0.0% | 197.4M |
| Debt | — | 1.2T | 1.4T | 14.2% | 1.2T |
| Equity | — | 1.2T | 1.2T | -1.3% | — |
| Op CF | — | 34.4B | -24.6B | — | -22.0B |
| Inv CF | — | 15.4B | 30.0B | — | — |
| Fin CF | — | -50.4B | 17.3B | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of 348950.KS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 348950.KS | JR Global REIT(you) | $170M | 6 | Strong Sell |
| 088260.KS | E Kocref Cr-Reit | $145M | 5 | Strong Sell |
| 404990.KS | Shinhan Seobu T&D REIT Co., Ltd. | $164M | 14 | Strong Sell |
| 0030R0.KS | Dashin Value REIT Co.,Ltd. | $167M | 16 | Strong Sell |
| 357120.KS | Koramco Life Infra Reit | $301M | 9 | Strong Sell |
| 377190.KS | D&D platform REIT Co., Ltd. | $140M | 18 | Strong Sell |
| 417310.KS | Koramco The One REIT | $320M | 2 | Strong Sell |
| 034830.KS | KOREIT | $182M | 23 | Sell |
| 400760.KS | NH All-One REIT Co., Ltd. | $120M | 32 | Sell |
| 123890.KS | Korea Asset In Trust Co., Ltd | $229M | 51 | Hold |
Peer medians: ROE 2.5% · P/E 31.3x · Gross margin 100.0%